How To Create A Receipt In Xero and Send It To Your Customer

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  • Опубліковано 11 січ 2025

КОМЕНТАРІ • 12

  • @gh5588
    @gh5588 8 місяців тому

    Great info, many thanks.

  • @MukonkiMukonkela
    @MukonkiMukonkela 2 роки тому +2

    I use xero regularly, I'm just confused by the fact that xero receipts don't have numbers. Is there something I'm missing?

    • @hitthebooksnz
      @hitthebooksnz  2 роки тому

      No, you're not missing anything. Xero doesn't auto-generate receipt numbers. The only work around here is to put your own in the Reference field.

    • @DarrenRoderick
      @DarrenRoderick 4 місяці тому

      @@MukonkiMukonkela
      Yes - not proper “accounting” (or IT) is it 🤷🏼‍♂️

  • @Justmeveenab
    @Justmeveenab 7 місяців тому

    Thank you for this video

  • @VanDeanCustoms
    @VanDeanCustoms Рік тому

    Is there anyway to collate a number of paid invoices into a single Total Paid Receipt?

  • @codeAlongwith
    @codeAlongwith 2 роки тому

    If you are doing a custom donor receipt there are issues with these methods. For a start I should not have to raise an invoice to do a receipt for a donation?

    • @hitthebooksnz
      @hitthebooksnz  2 роки тому +1

      That's right. You don't have to create an invoice. You would just find the Receive Money Transaction in the Account Transactions screen, and drill into in click Options, choose the method you want to use to send the receipt, and then choose your banding theme.

  • @DarrenRoderick
    @DarrenRoderick 4 місяці тому

    Can this be done through the Xero app on an iPhone ?
    No luck so far…

    • @hitthebooksnz
      @hitthebooksnz  4 місяці тому +1

      @@DarrenRoderick hi, no at the moment that feature isn’t available on the iPhone or Android App.
      Only work-around there is to login to Xero on Safari or Google Chrome and use the desktop version

    • @DarrenRoderick
      @DarrenRoderick 3 місяці тому

      @@hitthebooksnz thank you 🙏

  • @Qvncrazy
    @Qvncrazy 4 місяці тому

    fankz $ugar